David M. Schilli

Christian Buhrer practices in the area of corporate taxation. He primarily focuses on assisting corporate clients with cost segregation, mergers and acquisitions, federal, international and state tax planning, sales and use tax, property tax and state tax incentive consulting. Christian's experience includes representing taxpayers in audit, settlement, protest and/or appeal with state tax agencies, advising clients with respect to restructurings, state and local taxation of corporations, part...

John Evans devotes his financial services practice to representing Small Business Investment Companies (SBICs), institutional investors (debt and equity), private equity funds, hedge funds, business development companies, and venture capital funds in their buy-out, investment and finance transactions. In addition to practicing in the areas of mezzanine finance, private equity, and venture capital, he represents several founders and companies in their fund raising and merger and acquisition tr...

Preston O. Odom III is a top attorney recognized by Best Lawyers in the practice area(s) of Appellate Practice. Preston O., who practices law in Charlotte, North Carolina, has been recognized since 2015. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Preston O. is held by other top lawyers in the same geographic and legal practice area.

Bob Baker's practice focuses primarily on tax structured finance products with emphasis on renewable energy sources and lease financing. Bob’s work in the structured finance products area includes representation of tax-equity investors in wind and other renewable energy projects through partnerships and other investment entities. Bob also represents lessors and lessees in lease finance transactions for a variety of equipment and facilities including aircraft, rail equipment and electric...

Matthew W. Krueger-Andes is a top attorney recognized by Best Lawyers in the practice area(s) of Commercial Litigation. Matthew W., who practices law in Charlotte, North Carolina, has been recognized since 2026. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Matthew W. is held by other top lawyers in the same geographic and legal practice area.

As a bench and jury trial lawyer with decades of experience, Co-head of Litigation Mark Nebrig has earned favorable verdicts and settlements in high-stakes business, securities, and class action disputes that span a range of industries and geographies. He maintains a general business litigation practice, and over the years has gained widely sought tactical skills representing clients in financial services class actions, ERISA/ESOP class actions, non-public shareholder disputes, and reinsuranc...

Ryan Smith is co-head of the Investment Team and a member of the Management Committee. For over 20 years, he has built a practice that represents clients on a variety of complex leveraged financings, senior and junior capital lending transactions, private equity and other equity investments, and corporate transactions. Ryan’s primary focus is in finance and equity investment transactions. As counselor to lenders and passive and controlling stakeholders, he represents a variety of financ...

Sara Page Waugh's practice is focused on estate planning, trust and estate administration, charitable planning, business succession planning, and tax planning for high net-worth individuals. As a member of the North Carolina and Florida state bars, Sara Page advises clients in both states with respect to their tax and estate planning needs. Her practice includes the preparation and implementation of wills, revocable trusts, and financial and health care powers of attorney. Sara Page also empl...

Kathleen K. Lucchesi is a principal and the office litigation manager in the Charlotte, North Carolina, office of Jackson Lewis P.C. For Kathi, the business of law is about people. Working first to find creative, business-oriented solutions, Kathi prioritizes developing effective policies and practices to keep employers out of the courtroom. But when the road to resolution leads to the courthouse, her extensive trial experience provides clients with the confidence that they’ll be well r...

Patrick H. Flanagan is a top attorney recognized by Best Lawyers in the practice area(s) of Civil Rights Law, Employment Law - Management, Litigation - Insurance, Litigation - Labor and Employment and Litigation - Municipal. Patrick H., who practices law in Charlotte, North Carolina, has been recognized since 2013. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Patrick H. is held by other top lawyers in the same geographic and legal practice...